Setting up and managing tax rates is crucial for maintaining accurate pricing and compliance with tax regulations. The Enterprise Menu's Taxes section provides a comprehensive toolset for adding, editing, and organizing tax rates, ensuring your menu items are correctly taxed. Whether you need to apply standard tax rates or manage special tax treatments, this article will walk you through the process.

Table of Contents

1. Navigating the Taxes Section
2. General Taxes
   • Step-by-Step Guide for Adding A Tax Rate
   • Applying a Tax Rate to Items
3. Special Tax Treatments
4. Multi-Location Features - Do you have multiple locations on EMS? Start here!

Navigating the Taxes Section

The Taxes tab allows you to add, edit, and view tax rates within your menu. There are two tabs within the Taxes section:

• General Taxes: View, add, and edit general taxes.
• Special Tax Treatments: Manage special taxes such as TO GO tax, service charge tax, and default tax.

General Taxes

The General Taxes tab is the first section within the Taxes area. Here, you can set up your general tax rates, which can then be assigned to menu items.

Step-by-Step Guide for Adding a Tax Rate

1. Add Tax:

   • Select the orange "Add Tax" button at the top right of the screen.

2. Fill Out the Fields:

   • Complete each field in the Add Tax edit menu.

3. Save or Publish:

   • Select "Save" to save the changes in Menu Admin, or "Publish" to save and translate the changes to the POS system.

Add/Edit Taxes Menu:

Below is a breakdown of the various fields available when adding or editing a tax rate.

• When editing, view details on each field by hovering over the  icon to gain further insight.

NOTE:

• Duplicate tax names cannot be created. 
• If a Tax Rate has assigned categories or items, it cannot be deleted.

Applying A Tax Rate to Items: 

Once a tax rate is saved, it will be available as a tax rate option in the Edit Item or Edit Category menu. 

• Applying a Tax Rate to an Individual Item:

  • Apply the tax rate to specific items within the Edit Item menu.
  • Navigate to the Items section in Menu Admin > Select an item to access the edit menu > Locate the Tax field > Select the desired Tax > Select Save/Publish. 

• Applying a Tax Rate to a Category:

  • Apply the tax rate to all items within a category for bulk changes within the Edit Category menu. 
  • Navigate to the Categories section in Menu Admin > Select a category to access the edit menu > Locate the Tax field > Select the desired Tax > Select Save/Publish.

Special Tax Treatments

The Special Tax Treatments tab is the second section within the Taxes area. Here, you can manage special tax treatments.

Special Tax Options:

Multi-Location Features

Best Practice: To ensure consistency and streamline updates across all locations, it's crucial to make all menu edits at the Enterprise Level. Editing at the individual location level can cause disconnections between the enterprise and location menus, which can result in future updates not being reflected at the location level. Always edit from the Enterprise Level to maintain consistency and ensure all locations are up-to-date with the latest menu changes. 

Features
For businesses with multiple locations, the Enterprise Menu offers enhanced flexibility and control through its multi-location features. Here’s a detailed look at these capabilities:

• Tax Creation:

  • Taxes can be created at both the enterprise and location levels.

  • Once created, taxes will be available for all locations to use.

• Editing Tax Details:

  • Only the enterprise level can edit the name of a tax.

  • Locations can edit the percentage value of a tax.

• Deleting Taxes:

  • Only the enterprise level can delete a tax. If a tax rate has assigned categories or items, it cannot be deleted.

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